Douglas Lane & Associates LLC Boosts Holdings in The Boeing Company $BA

Douglas Lane & Associates LLC boosted its position in shares of The Boeing Company (NYSE:BA) by 2.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 404,314 shares of the aircraft producer’s stock after acquiring an additional 7,911 shares during the period. Boeing accounts for 1.2% of Douglas Lane & Associates LLC’s holdings, making the stock its 20th biggest position. Douglas Lane & Associates LLC owned 0.05% of Boeing worth $87,785,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of BA. Ninety One UK Ltd purchased a new stake in Boeing during the third quarter valued at approximately $192,734,000. Vanguard Group Inc. lifted its position in Boeing by 1.1% during the third quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock valued at $14,574,874,000 after acquiring an additional 756,057 shares during the last quarter. Newport Trust Company LLC lifted its position in Boeing by 2.5% during the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after acquiring an additional 707,490 shares during the last quarter. Caxton Associates LLP lifted its position in Boeing by 5,247.3% during the second quarter. Caxton Associates LLP now owns 443,022 shares of the aircraft producer’s stock valued at $92,826,000 after acquiring an additional 434,737 shares during the last quarter. Finally, Great Lakes Advisors LLC lifted its position in Boeing by 25,532.3% during the third quarter. Great Lakes Advisors LLC now owns 424,983 shares of the aircraft producer’s stock valued at $91,725,000 after acquiring an additional 423,325 shares during the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Wall Street Analysts Forecast Growth

BA has been the subject of a number of analyst reports. UBS Group increased their target price on shares of Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Weiss Ratings raised shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. JPMorgan Chase & Co. raised their price target on shares of Boeing from $245.00 to $270.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. Morgan Stanley set a $245.00 price target on shares of Boeing in a report on Wednesday, January 28th. Finally, Tigress Financial raised their price target on shares of Boeing from $275.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $252.48.

Insider Buying and Selling at Boeing

In other news, SVP Ann M. Schmidt sold 6,281 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the sale, the senior vice president owned 13,978 shares in the company, valued at $3,401,825.86. This represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Mortimer J. Buckley acquired 2,230 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was acquired at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the purchase, the director directly owned 4,430 shares of the company’s stock, valued at approximately $993,206. This trade represents a 101.36% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 21,012 shares of company stock worth $4,980,687 over the last ninety days. 0.10% of the stock is owned by insiders.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Won a new contract with the U.S. Air Force — a nine‑figure order that boosts government backlog and near‑term defense revenue visibility. Boeing Stock (NYSE:BA) Notches Up With Air Force Deal
• Positive Sentiment: Delivery of the ViaSat‑3 satellite for the Asia‑Pacific market demonstrates execution in Boeing’s space/commercial programs and potential near‑term revenue recognition. Boeing delivers ViaSat‑3 satellite
• Positive Sentiment: Easing geopolitical risk (U.S.–Iran ceasefire) has lifted commercial aerospace sentiment, helping BA shares as investors rotate back into cyclicals and defense names. Why Boeing (BA) Stock Is Up Today
• Neutral Sentiment: Macro/sector chatter: commentators point to ongoing aircraft production supporting suppliers (e.g., GE Aerospace), which implies sustained demand for engines if Boeing keeps building — indirect support but not a direct BA catalyst. Jim Cramer on GE Aerospace
• Neutral Sentiment: Analysts and outlets note potential upcoming China and Iran catalysts that could swing sentiment, but outcomes and timing remain uncertain. Boeing stock price may have a China and Iran catalyst soon
• Negative Sentiment: Shareholder litigation solicitation alleges insider fiduciary breaches — a reminder of legal and reputational risk that can pressure the stock if it develops into a formal class action. Did The Boeing Company Insiders Breach their Fiduciary Duties?
• Negative Sentiment: Ongoing operational concerns: coverage highlights a 9.2% three‑month drop and a 14% slide since earnings tied to production delays, cancellations and supply‑chain issues — factors that weigh on growth forecasts and justify a cautious valuation multiple. Boeing Declines 9.2% in Three Months Boeing Stock Is Down 14% Since Earnings

Boeing Trading Up 1.1%

NYSE BA opened at $220.22 on Friday. The company has a fifty day simple moving average of $220.98 and a two-hundred day simple moving average of $216.42. The stock has a market cap of $172.95 billion, a P/E ratio of 109.56 and a beta of 1.13. The Boeing Company has a 12-month low of $149.41 and a 12-month high of $254.35. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last posted its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. The company’s quarterly revenue was up 57.1% on a year-over-year basis. During the same period in the prior year, the business posted ($5.90) EPS. On average, analysts forecast that The Boeing Company will post -2.58 earnings per share for the current year.

Boeing Profile

Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.

Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.